RIAs: $1B – $5B AUM
3,232 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Adelante Capital Management LLC
RIAAlameda, CA
AUM $1.5BTEAM 10REPS 2
AWM Capital, LLC
RIAPhoenix, AZ
AUM $1.5BTEAM 38REPS 33
Capital Impact Advisors
RIABoston, MA
AUM $1.5BTEAM 5REPS 3
Sunesis Advisors, LLC
RIAOverland Park, KS
AUM $1.5BTEAM 8REPS 4
Spartan Wealth Management
RIABingham Farms, MI
AUM $1.5BTEAM 31REPS 23
Quantum Financial Advisors, LLC
RIASanta Monica, CA
AUM $1.5BTEAM 16REPS 15
Flexible Plan Investments Ltd
RIABloomfield Hills, MI
AUM $1.5BTEAM 68REPS 12
Ranger Investment Management,L.P.
RIADallas, TX
AUM $1.5BTEAM 15REPS 8
Apriem Advisors
RIAIrvine, CA
AUM $1.5BTEAM 17REPS 17
Origami Capital Partners, LLC
RIAChicago, IL
AUM $1.5BTEAM 10REPS 4
Novaquest Capital Management, L.L.C.
RIAAUM $1.5BTEAM 18REPS 7
Gabelli & Company Investment Advisers, Inc.
RIAGreenwich, CT
AUM $1.5BTEAM 27REPS 3
Compass Financial Group, Inc
RIASioux Falls, SD
AUM $1.5BTEAM 13REPS 7
Cullinan Associates, Inc.
RIALouisville, KY
AUM $1.5BTEAM 17REPS 6
H. Barton Asset Management, LLC
RIASan Francisco, CA
AUM $1.5BTEAM 14REPS 2
Acuitas Investments, LLC
RIASeattle, WA
AUM $1.5BTEAM 7REPS 3
TBH Global Asset Management, LLC
RIABrentwood, TN
AUM $1.5BTEAM 22REPS 13
Czech Asset Management, L.P.
RIAStamford, CT
AUM $1.5BTEAM 9REPS 3
TSA Management Inc
RIAGlen Head, NY
AUM $1.5BTEAM 32REPS 31
Nebrodi Partners, LLC
RIAHartford, CT
AUM $1.5BTEAM 5REPS 4
TA Realty LLC
RIABoston, MA
AUM $1.5BTEAM 152REPS 9
Sargent Investment Group
RIABethesda, MD
AUM $1.5BTEAM 18REPS 15
Serengeti Asset Management LP
RIAWest Palm Beach, FL
AUM $1.5BTEAM 29REPS 4
GAM USA Inc.
RIANew York, NY
AUM $1.5BTEAM 14REPS 4
Other AUM ranges
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